Permissions
The following permissions will allow users to perform the following actions:
Create Preventative Maintenance Template: Enables users to create new Preventative Maintenance templates and edit or delete templates they created.
Edit Preventative Maintenance Template: Allows users to edit and delete any Preventative Maintenance templates.
View Preventative Maintenance List and Details: Controls Preventative Maintenance visibility in default or custom views. Users with view-only permissions can see templates, but cannot create or edit them.
View Preventative Maintenance Left Nav: Reveals the Preventative Maintenance page on the left-hand navigation.
Preventative Maintenance Page
Navigation: Accessible via the left navigation menu within the iiQ Facilities module.
Content: Displays a list of all saved Preventative Maintenance templates.
Function: Use this page to monitor scheduling intervals, track assigned teams, and view maintenance coverage (assets and locations).
Columns and Icons
Column | Description |
Details | Displays the template name and a brief description. |
Triggers | Shows the recurrence schedule (e.g., "Repeat every 1 day") and the next scheduled run date (e.g., "Next Run: June 12, 2026"). Associated with a green calendar icon.
|
Rule Actions | Lists upcoming due dates, the assigned team or agent, and additional rules. Associated with a yellow task icon.
|
Assets | Lists the total number of assets linked to the template. |
Locations | Lists the total number of locations covered by the template. |
Search
To search for a specific Preventative Maintenance template, enter the template name into the search bar located at the top of the page.
Matching is performed against the Template Name field and supports:
Partial matches
Case-insensitive matching
Matches anywhere within the template name (not limited to beginning or ending text)
Filtering
To refine the list of Preventative Maintenance templates, use the filter options in the top-right corner of the page.
Deleting a PM Template
To delete a template, select it from the page and click on Delete in the bottom left corner. A confirmation message will appear to prevent accidental deletion.
PM Generation: Stops the generation of new work orders from this template.
Existing Records: Historical work orders remain unaffected.
Calendar: Projected occurrences are removed from the Work Calendar.